Convio Summit 2011 - CG Admin Without Tears

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  • Use cases: need to send someone to a page in Salesforce, mostly when working in Excel cleaning up files. 15 digit vs. 18 digit. Always try and use the 18 digit ID, but reports will only give you 15 digit ID
  • Convio Summit 2011 - CG Admin Without Tears

    1. 1. t<br />Common Ground Administration Without Tears<br />Tips & Tricks from the Trenches<br />Judi Sohn, Fight Colorectal Cancer<br />© 2011 Convio, Inc.<br />1<br />
    2. 2. t<br />Second Choice Title<br />What I Wish I Knew Before I Knew I Should Know it<br />Judi Sohn, Fight Colorectal Cancer<br />© 2011 Convio, Inc.<br />2<br />
    3. 3. Agenda<br />Introductions & Ground Rules<br />Basic Salesforce Administrator Maintenance Tips & Best Practices<br />Add-ons & Goodies<br />Helpful Formulas, Reports & Workflow Rules<br />Salesforce Community 101<br />3<br />© 2011 Convio, Inc.<br />
    4. 4. Introductions & Ground Rules<br />
    5. 5. Judi Sohn<br />VP of OperationsFight Colorectal Cancer<br />Salesforce since 2006<br />Luminate CRM since 2009<br />Common Ground in 2011<br />Co-Moderator NPSF Google Group<br />Salesforce Community MVP<br />@JudiS217<br />5<br />© 2011 Convio, Inc.<br />
    6. 6. Administrator Maintenance Tips<br />
    7. 7. Setup Sandbox<br />Duplicate your setup without data<br />Test new formulas, objects, applications<br />Setup -> Administration Setup<br />7<br />© 2011 Convio, Inc.<br />
    8. 8. Preview New Salesforce Release<br />Sandbox preview window opens approx. one month before wide release<br />Based on when you refresh Sandbox<br />Follow refresh instructions in email from Salesforce<br />Can also get pre-releaseorg, but won’t haveCommon Ground features<br />8<br />© 2011 Convio, Inc.<br />
    9. 9. Login As…<br />See what they see<br />Each user has to set it – can’t do it for them – always on in Sandbox<br />Make sure you leave them on same view you found them<br />9<br />© 2011 Convio, Inc.<br />
    10. 10. Customize user training<br />Don’t rely on built-in help<br />Highly Recommend: ScreenStepshttp://www.bluemangolearning.com/screensteps/<br />10<br />© 2011 Convio, Inc.<br />
    11. 11. Add-Ons & Goodies<br />
    12. 12. Chrome is Common Ground Admin’s Best Friend<br />Force.com LOGINS<br />https://chrome.google.com/webstore/detail/ldjbglicecgnpkpdhpbogkednmmbebec<br />12<br />© 2011 Convio, Inc.<br />
    13. 13. Chrome is Common Ground Admin’s Best Friend<br />Salesforce ID Clipper<br />https://chrome.google.com/webstore/detail/hfiffenhnefppjhloglpebefjlbhoeai<br />13<br />© 2011 Convio, Inc.<br />
    14. 14. How to Read the AppExchange<br />14<br />© 2011 Convio, Inc.<br />Look for Enterprise Edition<br />Can be updated without reinstalling<br />Does not count against<br />Salesforce limits<br />
    15. 15. AppExchange Gems<br />Mass Update and Mass Edit<br />http://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ<br />Only lets user modify what they can modify based on profile/sharing<br />15<br />© 2011 Convio, Inc.<br />
    16. 16. Explore Your MetaData<br />Field Trip<br />http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4<br />Cloud Converter<br />http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cVIEAY<br />16<br />© 2011 Convio, Inc.<br />
    17. 17. Helpful Formulas, Reports & Workflow Rules<br />
    18. 18. Use text formulas to show data in different ways<br />Problem: Household Report sorts by the first name in account<br />Solution: Custom formula to list by last name<br />18<br />© 2011 Convio, Inc.<br />Don’t add to layout<br />
    19. 19. Custom report links on records (aka “The pv0= trick”)<br />Problem: Too many duplicate reports<br />Solution: Create a link on a record that automatically filters based on the record<br />19<br />© 2011 Convio, Inc.<br />
    20. 20. Step 1: Create and Save the Report<br />20<br />© 2011 Convio, Inc.<br />
    21. 21. Step 2: Save the report<br />Suggestion: Add to Read-only folder so staff can’t change criteria<br />21<br />© 2011 Convio, Inc.<br />
    22. 22. Step 3: Create a Custom Link<br />Setup -> App Setup -> Create -> Objects<br />You can edit Common Ground objects! <br />22<br />© 2011 Convio, Inc.<br />
    23. 23. Step 4: Create Link<br />23<br />© 2011 Convio, Inc.<br />
    24. 24. Step 5: Add to Page Layout<br />24<br />© 2011 Convio, Inc.<br />
    25. 25. Step 6: Run from record<br />25<br />© 2011 Convio, Inc.<br />
    26. 26. Workflow tips<br />Create a checkbox field that when checked triggers the workflow to run – workflow on demand<br />Create workflow rules that enforce consistent naming of records<br />Since no activity record on email sent by workflow, add a date field and have the workflow rule update the field<br />26<br />© 2011 Convio, Inc.<br />
    27. 27. Create a checkbox field that when checked triggers the workflow to run<br />27<br />© 2011 Convio, Inc.<br />
    28. 28. Create workflow rules that enforce consistent naming of records<br />28<br />© 2011 Convio, Inc.<br />
    29. 29. Add a date field and have the workflow rule update the field<br />29<br />© 2011 Convio, Inc.<br />
    30. 30. Salesforce Community<br />
    31. 31. Some of the value of community<br />Learn about AppExchange vendors & services that may complement Common Ground<br />Connect with similar organizations<br />Learn about upcomingSalesforce features<br />© 2011 Convio, Inc.<br />31<br />Image: Flickr user StigNygaard<br />
    32. 32. Get Involved<br />NPSF Google Grouphttps://groups.google.com/forum/#!forum/npsf<br />Salesforce Nonprofit User Groupshttp://success.salesforce.com/ideaList?c=09a30000000D9xyAAC&category=Nonprofits<br />Dreamforce/CloudForce Eventshttp://www.dreamforce.com<br />© 2011 Convio, Inc.<br />32<br />

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